TrueAdvisor
TrueAdvisor
SW
CFP
SW
CFP

Susan Clementine Washburn

Provise Management Group, LLC
18 Years of Experience
May Earn Commission
View SEC Summary
View SEC Summary
Areas of Practice
Retirement PlanningTax PlanningEstate PlanningInsurance PlanningInvestment Management
Provise Management Group, LLC
Compensation
Commission-BasedFee-Only (AUM)Fixed/Hourly
Firm Size
15 advisors
Number of Clients
1,183 clients
Average Client Portfolio
$1.5M average
Assets Under Management
$1.8B

Fee Structure

Financial Planning:Included in AUM fee
Minimum Annual Fee:$3,000

Location

611 Druid Rd E. Ste 105, Clearwater, FL, 33756

Get directions

History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Learn about disclosures →
Employment History
Current Registrations
Provise Management Group, LLC
July 2017 - Present · 8 yrs 7 mos
Previous Registrations
Washburn Capital Management INC.
February 2007 - June 2017 · 10 yrs 4 mos
State Registrations2 states
FLTX
Advisor
Exams
No exam information available for this advisor.